Send new client signups to firms and intake coordinators before outreach SLAs lapse

Your signed agreements land in the CRM and sit unprocessed, causing delayed firm handoffs and missed callback windows. Intake coordinators and marketing ops receive client confirmations and firm handoff notices so cases advance before outreach SLAs lapse.

Send new client signups to firms and intake coordinators before outreach SLAs lapse

Send new client signups to firms and intake coordinators before outreach SLAs lapse